Genuinely caring about people by loving and serving them in their finances.

Your Money. Well Rooted.

Our Core Services


Clear and transparent
guidance for big decisions

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Protection on your assets
from the unexpected

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Partnered planning to protect
your income and legacy

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Building wealth for a
prosperous financial future

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Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

We’re Here To Serve You

Call | Text | Fax @ 602-384-2604
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Who is Stewardship?

What is a Revocable Living Trust?

People throw out phrases like “trust fund” or discuss desires to “open a trust.” However, these are not necessarily accurate. These phrases often lead people to get the wrong idea of what a trust really is and how it can be used. To help clear up some of these common...
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5 Wise Habits

Through our many years working together with people and their finances, we have noticed a few consistent habits that our wisest customers follow. Because we want everyone to be a good steward of their money, we thought it would be helpful to share these five tips with...
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What is an Umbrella Policy?

A personal umbrella insurance policy or umbrella policy is an extra layer of liability insurance over and above your current policies. It pays when you are legally obligated and financially responsible for damages that exceed your policy limits. It is one of the most...
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Should I Pay Off my Mortgage?

One of the questions we get most as Financial Planners is, “Should I pay off my mortgage?” This is dependent on the individual or family’s current financial situation. In this short blog, I will break down some pros and cons for each person’s situations....
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Can I Let Other People Drive My Car?

The answer to this question depends on a couple factors: Does this person want to drive the car for a one-time or temporary use? Is the potential borrower an individual (non-spouse/child) who lives in your household or has regular access to your car?  One-Time or...
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